See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,139 | $107,452+6.2% | $91,541+24.7% | $142,382-19.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.65% | 22.06%-8.4pp | 20.50%-6.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,054 | $2,994-31.4% | $2,505-18.0% | $4,299-52.2% |
| Participant deferral / active EE | $9,654 | $4,754+103.1% | $4,008+140.9% | $6,507+48.4% |
| Admin fee / account holder | $1,047 | $8,834-88.1% | $6,956-84.9% | $12,624-91.7% |